116 Iverness Dr East, Suite 430, Englewood, CO, 80112
Get directionsNo disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Brian works as support staff for advisors at Exit and Retirement Strategies, Inc and as an advisor at Kestra Advisory Services, LLC, dedicating nearly full-time hours to these roles. Brian also serves as a co-personal representative for his aunt's estate, requiring minimal time.